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kofax totalagility online training

kofax totalagility


kofax totalagility is the world's first unified SPA development and deployment platform. TotalAgility provides an essential link between an organization's systems of engagement and systems of record to help increase responsiveness to customers, improve service levels and gain competitive advantage in order to better manage and grow businesses while greatly reducing operating costs.


  • To maximize the learning experience, it would be beneficial if the student had the following:
    • Awareness of programming concepts (you do not have to write code in this course)
    • Basic working knowledge of
      • SQL databases
      • Microsoft Internet Information Services (IIS) Manager


  • It is a 16 days program and extends up to 2hrs each.
  • The format is 40% theory, 60% Hands-on.

  • It is a 4 days program and extends up to 8hrs each.
  • The format is 40% theory, 60% Hands-on.
    Private Classroom arranged on request and minimum attendies for batch is 4.

course content

  • day 1

  • Introduction to the Kofax TotalAgility 7.1
    • Classroom Environment
    • Classroom Environment
    • Course Materials, Software, and Hardware
    • Course Roadmap
    • Course Objectives
    • Use Case Scenario
    • Exam Registration
    • Introduction to Kofax, Inc.
    • What is Kofax TotalAgility?
    • Single Platform for Smart Process Applications
      • Business Process Management
      • Dynamic Case Management
      • Mobility Services
      • Capture Services
      • Transformation Services
      • Awareness and Collaboration Services
      • Analytics & Business Intelligence Services
      • Data Integration Services
  • Installing Kofax TotalAgility 7.1
    • Installation Prerequisites
      • Hardware Requirements
      • Software Requirements
      • Server Operating System
      • .NET Framework 4.0
      • Silverlight
      • Microsoft IIS
      • MS SQL Server
      • TCP/IP Protocol
      • Database user
      • Transformation Server user
      • Installation steps
      • Confirming Services and Applications after Installation
      • LAB: Installing Kofax TotalAgility 7
  • Creating a Capture Workflow Process
    • Overview
    • Process Designer Module
    • Basic Process Features, Naming, Properties
    • Design a Process with Classification, Document Review, Extraction, Validation, and Verification Nodes
    • Moving nodes, Connecting Nodes
    • Auto Align a Process
    • Save, Release, and Close
    • Lock, Unlock a Process
    • Create a Category
    • Assign a Process to a Category
    • Search for a Process
  • Creating Resources
    • What are Resources?
    • Resources Designer Module
    • Create a Resource and Group Resource
    • Basic Workflow Rules
    • Assign a Resource to a Manual Activity
  • day 2

  • Configuring a Separation Profile, Extraction Group, Classification Group, and Folder Type
    • Overview
    • Data Designer Module
      • Separation Profiles
      • Document and Folder Level Separation
      • Create a Separation Profile – Document and Folder
    • Extraction Group
      • What is an Extraction Group?
      • Create an Extraction Group
      • Create Fields Groups and create Document Types
    • Classification Group
      • What is a Classification Group?
      • Create a Classification Group
      • Add an Extraction Group to a Classification Group
    • Folder Type
      • What is a Folder Type?
      • Create a Folder Type and create Folder Fields
  • Capture Process Properties, Process Variables, and Capture Node Configuration
    • What are Variables?
    • Configure Process Capture Properties – Initialize from Scan, Classification group, and Separation
    • Create Variables – Document and Folder
    • Classification Node Configuration
    • Document Review Node Configuration
    • Extraction Node Configuration
    • Validation Node Configuration
    • Configure an Activity SLA
  • Site, Forms and Navigation
    • Overview
    • Project Types - Classification, Extraction and Shared
    • Opening Projects
    • Connection to Kofax TotalAgility Extraction and Classification Groups
    • Classification
      • What is Classification?
      • Layout Classification and Configuration
      • Document Sets
      • Assign Sample Documents to Classes
      • Layout Classification Setup
      • Training
      • Test Classification
  • day 3

  • Extraction
    • What is Extraction?
    • Document Sets
    • Available Locator Methods
    • Locator Properties
    • Configure the Advanced Zone Locator
    • Cleanup Profiles and Anchors
    • OMR Group Zones
    • Map Locator Values to Extraction Fields
    • Anchors
    • View Extraction Results
    • Test Extraction
  • Create a Case Based Process
    • Case v Business Process
    • Case and Process Design Components, Configuration, Implementation
      • Categories
      • Node Types: Common, Capture, Microsoft, CMIS, HP TRIM, Script, Other
    • Loan Application Use Case scenario
  • day 4

  • Variables and Data Access
    • Process Variables
    • Server Variables
    • System Variables
    • Document Variables
    • Folder Variables
    • Data Access
      • Creating a real-time connection to an External Database
      • Different Types of Database access (Table, Stored Procedure, View)
  • Email Notifications and Document Creation
    • Activity and Email Notifications
    • Document Creation
  • Building Additional Forms, Navigation and Security
    • Building forms for the Loan Application Process
    • Changing Navigation
    • Navigation Security
    • Form Security
  • Formatting/Customizing Forms
    • Formatting/customizing Forms
      • Adding Images
      • Adding controls
      • Repositioning controls
  • day 5

  • Configuring end-to-end Capture Enabled Process
    • Connect the Capture Applications Process to the Loan Process
    • Loop Node
    • Create New Job Node
  • Configuring Email and Watched folders as Input Sources
    • Configuring Email Integration
    • Configuring Watched Folders Integration
  • Exporting to Systems of Record
    • Text Export Connector
      • Downloading and Installing the Connector
      • Configuring the Process
      • Configuring the Export Connector
  • Configuring an MFP as an Input Source
    • Creating the Device Create New Job form
    • Configuring the process with a Precondition
    • Managing Devices
    • Download and install the Multi-Functional Peripherals (MFPs) Emulator
    • MFP Emulation
  • Optional – Configuring Mobile Integration as an Input Source
    • Configuring the Device Create New Job form
    • Mobile Devices and the Mobile App
    • App Settings: Connecting to the Kofax TotalAgility Server
  • Optional – Configuring Scanner Integration as an Input Source
    • Scanners
      • Downloading and the Scanner Driver
      • Accessing the Scanner from the Scan Create New Job form
  • Review and Testing
    • Class Review
    • Overview of the Exam Environment and Exam structure

    day 6

  • Logging into the Exam Server
  • Certification Testing


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